-35.3%
KEEL vs VEU
+55.0%
-90.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.7% | +0.8% |
| 7D | +2.9% | -1.4% | +4.3% | +7.3% |
| 30D | +0.8% | -0.4% | +1.3% | +3.4% |
| 3M | -35.3% | +2.5% | -37.9% | -37.8% |
| 6M | +59.4% | +11.1% | +48.2% | +25.8% |
| YTD | +51.9% | +16.5% | +35.4% | +7.9% |
| 1Y | +75.0% | +22.9% | +52.1% | +8.6% |
| 3Y | +224.5% | +73.4% | +151.1% | -19.2% |
| All | -35.3% | +55.0% | -90.3% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling